See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,377 | $209,832-34.5% | $189,513-27.5% | $167,490-18.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.24% | 748.27%-739.0pp | 555.15%-545.9pp | 478.56%-469.3pp |
| Employer contribution / active EE | $9,569 | $6,914+38.4% | $6,162+55.3% | $4,837+97.8% |
| Participant deferral / active EE | $7,860 | $8,935-12.0% | $8,221-4.4% | $6,341+24.0% |
| Admin fee / account holder | $3,000 | $14,293-79.0% | $12,045-75.1% | $12,309-75.6% |